Beta Wealth Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
5,409
+3
| +0.1% | +$275 | 0.18% | 73 |
|
|
2025
Q1 | $530K | Sell |
5,406
-98
| -2% | -$9.61K | 0.19% | 65 |
|
|
2024
Q4 | $502K | Buy |
5,504
+3
| +0.1% | +$274 | 0.22% | 71 |
|
|
2024
Q3 | $536K | Buy |
+5,501
| New | +$536K | 0.24% | 73 |
|
|
2023
Q1 | – | Sell |
-4,300
| Closed | -$427K | – | 112 |
|
|
2022
Q4 | $427K | Buy |
4,300
+300
| +8% | +$29.8K | 0.29% | 59 |
|
|
2022
Q3 | $337K | Buy |
4,000
+200
| +5% | +$16.9K | 0.24% | 58 |
|
|
2022
Q2 | $290K | Buy |
3,800
+300
| +9% | +$22.9K | 0.19% | 66 |
|
|
2022
Q1 | $318K | Sell |
3,500
-805
| -19% | -$73.1K | 0.21% | 67 |
|
|
2021
Q4 | $475K | Hold |
4,305
| – | – | 0.34% | 43 |
|
|
2021
Q3 | $475K | Buy |
4,305
+238
| +6% | +$26.3K | 0.34% | 43 |
|
|
2021
Q2 | $454K | Buy |
+4,067
| New | +$454K | 0.32% | 45 |
|